BJ
BJ's Wholesale Club Holdings, Inc.
$89.21
+0.92%
$11.3B
No data for this timeframe.
Vol
Market Cap$11.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (53%)
Inst. Holders9 funds
Inst. Value$2.6B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 5S
Insider Net $-$2.8M
Reddit Sentiment36° Cool
SEC Reports6
Congressional5 trades
Recent Activity
Jun 4, 2026
short_volume
Short Volume: BJ — 59.5% short (0.7M / 1.1M)
Short: 663,549 | Exempt: 821 | TRF Vol: 1,114,599 | Short Ratio: 59.5% | Off-exchange volume (dark p
May 22, 2026
SEC
BJ's Wholesale Club reported Q1 FY2026 GAAP diluted EPS of $1.10 on total revenues of $5.66B, beating consensus estimate
8-K — Impact 5/10
May 15, 2026
Insider
Eddy Robert W. sold 5,543 shares
President & CEO @ $95.91 ($531.6K)
May 6, 2026
SEC
BJ's Wholesale Club filed a DEFA14A (additional definitive proxy soliciting material) on May 6, 2026. The filing contain
DEFA14A — Impact 2/10
Apr 17, 2026
SEC
Two top executives at BJ's Wholesale Club — the CEO and Chief Growth Officer — sold shares in the open market, collectiv
CLUSTER — Impact 6/10
Apr 15, 2026
Insider
Eddy Robert W. sold 7,700 shares
President & CEO @ $90.99 ($700.6K)
Apr 15, 2026
Insider
McGrail Joseph sold 2,050 shares
SVP, Controller @ $91.19 ($186.9K)
Inst.
NORGES BANK — NEW
1,685,712 shares ($151.8M)
Price Targets
$101.10
+13.3% upside
Buy
Current $89.21
Low $79.00
Median $100.00
High $120.00
20 analysts
$79.00
$120.00
Analyst Ratings
8Strong Buy
9Buy
14Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 26, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 26, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| May 15, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Apr 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
| Mar 6, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.16 ▼ -3.3% | $1.08 — $1.21 | 2% YoY | 20 |
| Next Q | $1.23 ▼ -1.6% | $1.15 — $1.32 | 6% YoY | 20 |
| Current FY | $4.52 | $4.40 — $4.62 | 3% YoY | 22 |
| Next FY | $4.88 | $4.65 — $5.10 | 8% YoY | 21 |
Latest Reports
MIXED
8-K
5/10
BJ's Wholesale Club reported Q1 FY2026 GAAP diluted EPS of $1.10 on total revenues of $5.66B, beating consensus estimate
May 22, 2026
NEUTRAL
DEFA14A
2/10
BJ's Wholesale Club filed a DEFA14A (additional definitive proxy soliciting material) on May 6, 2026. The filing contain
May 6, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.1B | — |
| FMR LLC | $706.2M | TRIM |
| MORGAN STANLEY | $277.0M | TRIM |
| BANK OF AMERICA CORP | $154.4M | — |
| NORGES BANK | $151.8M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Eddy Robert | SELL | $531.6K |
| Apr 15, 2026 | Eddy Robert | SELL | $700.6K |
| Apr 15, 2026 | McGrail Joseph | SELL | $186.9K |
| Apr 13, 2026 | Morningstar Timothy | SELL | $693.0K |
| Apr 10, 2026 | Morningstar Timothy | SELL | $672.2K |
Reddit Sentiment
36°
Cool
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 5 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| April McClain | D | SELL | $1,001 - $15,000 |
| April McClain | D | SELL | $1,001 - $15,000 |
| April McClain | D | SELL | $1,001 - $15,000 |
9 institutional holders with $2.6B total value (29,209,979 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,735,784 | $1.1B | 43.6% | — |
| 2 | FMR LLC | 7,844,341 | $706.2M | 26.9% | TRIM -32.2% |
| 3 | MORGAN STANLEY | 3,076,557 | $277.0M | 10.5% | TRIM -28.5% |
| 4 | BANK OF AMERICA CORP /DE/ | 1,714,881 | $154.4M | 5.9% | — |
| 5 | NORGES BANK | 1,685,712 | $151.8M | 5.8% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 973,089 | $87.6M | 3.3% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 908,856 | $81.8M | 3.1% | NEW |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 193,600 | $17.4M | 0.7% | TRIM -65.5% |
| 9 | TWO SIGMA INVESTMENTS, LP | 77,159 | $6.9M | 0.3% | TRIM -58.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,685,712 | — | $151.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 560,754 | 193,600 | -65.5% | $17.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 185,922 | 77,159 | -58.5% | $6.9M | 2025-Q4 |
| FMR LLC | TRIM | 12,020,809 | 8,153,417 | -32.2% | $760.3M | 2025-Q3 |
| UBS Group AG | ADD | 614,695 | 1,065,704 | +73.4% | $99.4M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 185,922 | — | $17.3M | 2025-Q3 |
| NORGES BANK | EXIT | 1,659,574 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,659,574 | — | $179.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 249,554 | 513,354 | +105.7% | $55.4M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 66,712 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | TRIM | 5,035,027 | 3,601,185 | -28.5% | $410.9M | 2025-Q1 |
| UBS Group AG | ADD | 475,518 | 606,030 | +27.4% | $69.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 819,571 | 568,001 | -30.7% | $64.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 442,054 | 249,554 | -43.5% | $28.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 463,403 | 66,712 | -85.6% | $7.6M | 2025-Q1 |
| NORGES BANK | EXIT | 1,514,767 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 478,124 | 819,571 | +71.4% | $73.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 197,252 | 475,518 | +141.1% | $42.5M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 285,154 | 442,054 | +55.0% | $39.5M | 2024-Q4 |
| Fund 1 Investments, LLC | EXIT | 36,278 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 839,101 | — | $69.2M | 2024-Q3 |
9 unique insiders with 5 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Eddy Robert W. | President & CEO | SELL | 5,543 | $95.91 | $531.6K |
| Apr 15, 2026 | Eddy Robert W. | President & CEO | SELL | 7,700 | $90.99 | $700.6K |
| Apr 15, 2026 | McGrail Joseph | SVP, Controller | SELL | 2,050 | $91.19 | $186.9K |
| Apr 13, 2026 | Morningstar Timothy Pierce | EVP, Chief Growth Officer | SELL | 7,436 | $93.19 | $693.0K |
| Apr 10, 2026 | Morningstar Timothy Pierce | EVP, Chief Growth Officer | SELL | 7,436 | $90.40 | $672.2K |
| Apr 1, 2026 | Cichocki Paul | EVP, Chief Commercial Officer | F | 16,099 | $94.61 | $1.5M |
| Apr 1, 2026 | Morningstar Timothy Pierce | EVP, Chief Growth Officer | F | 10,996 | $94.61 | $1.0M |
| Apr 1, 2026 | Cichocki Paul | EVP, Chief Commercial Officer | A | 16,326 | $0.00 | $0.00 |
| Apr 1, 2026 | Eddy Robert W. | President & CEO | A | 48,376 | $0.00 | $0.00 |
| Apr 1, 2026 | Schwartz Monica | EVP, CIDO | A | 6,046 | $0.00 | $0.00 |
| Apr 1, 2026 | Luce Graham | EVP, Secretary | A | 6,198 | $0.00 | $0.00 |
| Apr 1, 2026 | Eddy Robert W. | President & CEO | F | 49,137 | $94.61 | $4.6M |
| Apr 1, 2026 | Felice Laura L. | EVP, Chief Financial Officer | A | 10,279 | $0.00 | $0.00 |
| Apr 1, 2026 | Werner William C. | EVP, Strategy & Development | A | 7,860 | $0.00 | $0.00 |
| Apr 1, 2026 | Schmadeke Scott | EVP, Chief Operations Officer | A | 2,569 | $0.00 | $0.00 |
| Apr 1, 2026 | McGrail Joseph | SVP, Controller | F | 3,060 | $94.61 | $289.5K |
| Apr 1, 2026 | Schmadeke Scott | EVP, Chief Operations Officer | F | 4,883 | $94.61 | $462.0K |
| Apr 1, 2026 | Werner William C. | EVP, Strategy & Development | F | 7,495 | $94.61 | $709.1K |
| Apr 1, 2026 | Felice Laura L. | EVP, Chief Financial Officer | F | 11,225 | $94.61 | $1.1M |
| Apr 1, 2026 | Luce Graham | EVP, Secretary | F | 5,962 | $94.61 | $564.1K |
| Apr 1, 2026 | Schwartz Monica | EVP, CIDO | F | 5,509 | $94.61 | $521.2K |
| Apr 1, 2026 | McGrail Joseph | SVP, Controller | A | 1,511 | $0.00 | $0.00 |
| Apr 1, 2026 | Morningstar Timothy Pierce | EVP, Chief Growth Officer | A | 10,884 | $0.00 | $0.00 |
| Feb 3, 2026 | Eddy Robert W. | President & CEO | F | 36,606 | $95.80 | $3.5M |
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 1 mixed, 2 neutral. Avg impact: 5.0/10.
MIXED
8-K
5/10
BJ's Wholesale Club reported Q1 FY2026 GAAP diluted EPS of $1.10 on total revenues of $5.66B, beatin
May 22, 2026
NEUTRAL
DEFA14A
2/10
BJ's Wholesale Club filed a DEFA14A (additional definitive proxy soliciting material) on May 6, 2026
May 6, 2026
BEARISH
CLUSTER
6/10
Two top executives at BJ's Wholesale Club — the CEO and Chief Growth Officer — sold shares in the op
Apr 17, 2026
NEUTRAL
144
3/10
BJ's CEO Robert Eddy filed a Form 144 to notify intent to sell up to 24,000 shares, valued at approx
Apr 15, 2026
BULLISH
COURT-RULING
6/10
The U.S. Court of Appeals for the Federal Circuit affirmed a lower tribunal's decision invalidating
Apr 13, 2026
BULLISH
8-K
8/10
BJ's Wholesale Club reported solid fiscal 2025 results with 4.6% revenue growth and 9.5% EPS growth,
Mar 5, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (53% buy). Based on 32 analysts: 8 strong buy, 9 buy, 14 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$101.10 mean target
+13.3% upside
Buy (2.17)
$79.00 Low
$120.00 High
| Metric | Value |
|---|---|
| Current Price | $89.21 |
| Target Low | $79.00 |
| Target Mean | $101.10 |
| Target Median | $100.00 |
| Target High | $120.00 |
| # Analysts | 20 |
| Recommendation | Buy (2.17) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$1.16 | $1.08 | $1.21 | 1.5% | -3.3% | 1↑ 16↓ | $5.9B | 10.0% | 20 |
| Next Q 2026-10-31 |
$1.23 | $1.15 | $1.32 | 6.3% | -1.6% | 7↑ 9↓ | $5.9B | 9.7% | 20 |
| Current FY 2027-01-31 |
$4.52 | $4.40 | $4.62 | 2.7% | -0.2% | 6↑ 8↓ | $23.5B | 9.4% | 22 |
| Next FY 2028-01-31 |
$4.88 | $4.65 | $5.10 | 8.1% | -0.5% | 5↑ 9↓ | $24.9B | 6.2% | 21 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.157 | |
| 7d ago | $1.164 | -0.007 |
| 30d ago | $1.197 | -0.040 |
| 60d ago | $1.197 | -0.040 |
| 90d ago | $1.223 | -0.066 |
9 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 26, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 26, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| May 15, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Apr 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 6, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 26, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Feb 2, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Jan 28, 2026 | Jefferies | DOWNGRADE | Buy | Hold |
| Jan 15, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 7, 2026 | Barclays | DOWNGRADE | Equal-Weight | Underweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 9 | 14 | 1 | 0 | 53% | |
| May 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Apr 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Mar 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Feb 1, 2026 | 9 | 9 | 13 | 1 | 0 | 56% | |
| Jan 1, 2026 | 10 | 10 | 11 | 0 | 0 | 65% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 5 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026 (22d) |
| Feb 13, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026 (27d) |
| Feb 9, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026 (31d) |
| Feb 5, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026 (35d) |
| Feb 2, 2026 | April McClain Delaney | D | HOUSE | SELL | $1,001 - $15,000 | BJ's Wholesale Club Holdings Inc | Mar 11, 2026 (38d) |
36°
Cool
Bearish
Neutral
Bullish
3 mentions
0 bullish
2 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 14, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
BJ yolo
▲ 1
💬 1
⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: BJ — 59.5% short (0.7M / 1.1M)
Short: 663,549 | Exempt: 821 | TRF Vol: 1,114,599 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BJ — 56.0% short (0.9M / 1.7M)
Short: 929,891 | Exempt: 2,631 | TRF Vol: 1,660,524 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 22, 2026
earnings_calendar
BJ Q1 2027 Earnings Scheduled — 2026-05-22
May 22, 2026
short_volume
Short Volume: BJ — 72.3% short (2.4M / 3.3M)
Short: 2,392,523 | Exempt: 1,590 | TRF Vol: 3,308,559 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BJ — 59.7% short (0.7M / 1.3M)
Short: 746,581 | Exempt: 199 | TRF Vol: 1,250,931 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BJ — 63.8% short (0.6M / 0.9M)
Short: 552,033 | Exempt: 923 | TRF Vol: 865,403 | Short Ratio: 63.8% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BJ — 67.4% short (0.6M / 0.8M)
Short: 550,371 | Exempt: 223 | TRF Vol: 816,347 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BJ — 58.2% short (0.5M / 0.9M)
Short: 536,306 | Exempt: 147 | TRF Vol: 921,351 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: BJ — 67.7% short (0.6M / 0.8M)
Short: 564,184 | Exempt: 518 | TRF Vol: 833,115 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: BJ — 5,748 shares ($0.5M) failed to deliver
Settlement: 20260514, Price: $95.00, FTD Value: $546,060, BJS WHSL CLUB HLDGS INC COM
May 13, 2026
short_volume
Short Volume: BJ — 73.1% short (0.6M / 0.9M)
Short: 639,477 | Exempt: 164 | TRF Vol: 874,598 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: BJ — 65.4% short (0.4M / 0.7M)
Short: 446,265 | Exempt: 30 | TRF Vol: 682,558 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: BJ — 63.3% short (0.4M / 0.7M)
Short: 443,280 | Exempt: 400 | TRF Vol: 700,565 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: BJ — 2.9M shares, 67,775 trades
Week starting 2026-05-11. Total ATS volume: 2,912,805 shares across 67,775 trades.
May 8, 2026
short_volume
Short Volume: BJ — 56.5% short (0.4M / 0.8M)
Short: 449,638 | Exempt: 244 | TRF Vol: 795,797 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
Enforcement
Walmart Apollo, LLC v. Bj's Wholesale Club Holdings, Inc.
Court ruling from Court of Appeals for the Federal Circuit. Docket: 24-1952